HI STEFAN!
I think it was a good exercise for me, that should be done after any pullback, to identify the survivors(leaders).
A few points:
1. Many of the stocks in the A_list should hold up during the next correction as long as April earnings do not change their respective fundamental story.
2. I had to keep the A_List under 200 because of yhoo portfolio limitation but I got almost all the tech stocks that have acted well recently.
3. I added a group of new leaders composed of financials(banks, brokers, services, insurance) and ECMs.
4. Again, the key to higher highs in the nasdaq is to see internet software companies such as arba, cmrc, swcm, vitr, prsf, vntr, insp, vrsn, nsol, itvu, enga, bvsn, vign, epny, and many others(if you want I can post my net list) to turn up again.
So, here they are:
*fin_srvs_ins_banks* EGRP NITE NDB AMTD SCH MWD LEH MER JPM
BSC GS AGE DLJ TD BK BAC WFC FNM AIG
PRE FII RJF MMC PWJ AXF SPC HIG RGA
HLI CEFT UNIT JP AFS ACL NFS SLM AGC
FNV CB WM *ECM* JBL FLEX SLR SCI SANM DIIG
A_List
*NET* AOL YHOO AMZN PCLN EBAY DCLK INKT
EXDS CMGI DIGX GMST MCSW SWCM ALLR TIBX
ININ TENF IIXL EXNT SRNA DGIN PPRO TMPW
CTSH AETH QSFT BOUT PRSF USIX ISSX ESPD
ARTG ENTU TMWD XLA SFE SCNT WEBT VVTV
MACR MIHL *WIRELESS* QCOM ERICY NOK
MOT NXTL PCS TMX VSTR TPCS RIMM LWIN
DISH WCII TGNT VSAT PWAV PROX PHCM PUMA
*NETWRK_HW* A SUNW NT CSCO CIEN GLW
SDLI JDSU ETEK PHTN OPTX NEWP AFCI MRVC
FNSR SCMR AVNX EMLX ORTL DIGL PTIX FIBR
EFNT GSPN TSTN SFA CMVT TERN ADCT AUDC
NTAP ADIC BRCD DITC CMTN JNPR EXTR ATON
NTRO TLXS NXTV BBOX PLXT TLGD CCBL PLCM
*NTWRKINFRSTRCR_SRVCPRODR* NTLI ALGX
VYTL FCOM CNCX NXLK MCLD MFNX LVLT TUTS
XETA MTZ *NETWRK_SW* RBAK MUSE CLRN
NMSS *SEMI* AMAT KLAC LRCX TER CMOS
VECO SPLI COHR INTC TXCC RFMD MCRL ALTR
XLNX LSCC MXIM ELNT TXN DSPG ADI IBIS
MU RMBS PMCS AMCC BRCM LSI ATML MCRL
QLGC SSTI SNDK VTSS CLTK QEDI VRTA AHAA
EMKR AMKR HELX ESIO CREE *SW* msft ORCL
VRTS SEBL MERQ CTXS EXAP MCTR PRGN HNCS
ADBE ASDV ITWO ACTU NTIQ NCOG *MISC* QQQ
EMC IBM DELL AAPL BBY MRCY PLXS
PCLE HAUP
Stocks like GMST, KEYN, TENF are looking good.
Clint |
